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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

611 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+91
Holders Change %
+17.5%
% of All Funds
12.07%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.63%
New
125
Increased
236
Reduced
153
Closed
30
Calls
$846K
Puts
$2K
Net Calls
+$844K
Net Calls Change
-$2.15M

Top Buyers

1
SGAM
Stephens Group Asset Management
Arkansas
+$87.7M
2
Betterment LLC
Betterment LLC
New York
+$62.4M
3
Truist Financial
Truist Financial
North Carolina
+$61.4M
4
JFA
Johanson Financial Advisors
California
+$48.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$71.4M
2
KTM
Keeler Thomas Management
Utah
-$49M
3
Axa
Axa
France
-$34.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.91M
5
SF
Summit Financial
New Jersey
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Biltmore Capital Advisors
New Jersey
$7.63M -$544K -4,561 -7%
FAT
77
First American Trust
California
$7.45M +$14.1K +118 +0.2%
PI
78
PHH Investments
Texas
$7.24M -$63.4K -532 -0.9%
LIM
79
Leavell Investment Management
Alabama
$7.19M +$47.2K +396 +0.7%
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$7.19M +$581K +4,873 +9%
EWA
81
Exencial Wealth Advisors
Oklahoma
$7.15M +$244K +2,050 +4%
EWA
82
EP Wealth Advisors
California
$6.88M +$6.88M +57,699 New
AWM
83
AE Wealth Management
Kansas
$6.86M +$2.14M +17,927 +45%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$6.8M +$913K +7,663 +16%
UB
85
UMB Bank
Missouri
$6.79M +$665K +5,582 +11%
GFPC
86
Global Financial Private Capital
Florida
$6.59M +$497K +4,173 +8%
US Bancorp
87
US Bancorp
Minnesota
$6.57M +$2.13M +17,869 +48%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$6.51M -$77.5K -650 -1%
APA
89
American Portfolios Advisors
New York
$6.49M +$2.91M +24,381 +81%
MFG
90
Magnus Financial Group
New York
$6.31M +$3.43M +28,816 +120%
MA
91
MUFG Americas
New York
$6.01M -$381K -3,194 -6%
ONB
92
Old National Bancorp
Indiana
$5.85M -$12.2K -102 -0.2%
JFA
93
JNBA Financial Advisors
Minnesota
$5.85M -$9.3K -78 -0.2%
SFI
94
SPC Financial Inc
Maryland
$5.81M +$172K +1,441 +3%
NFG
95
Next Financial Group
Texas
$5.72M +$1.23M +10,292 +27%
CPIG
96
Chicago Partners Investment Group
Illinois
$5.62M +$59.5K +491 +1%
TWP
97
Total Wealth Planning
Ohio
$5.59M -$33.8K -284 -0.6%
WDL
98
Well Done LLC
Michigan
$5.58M -$239K -2,001 -4%
ACA
99
Atlas Capital Advisors
Wyoming
$5.45M +$1.31M +11,022 +32%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$5.35M -$7.91M -66,390 -60%
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